Modera Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Modera Wealth Management, LLC

$7.26 Billion
Q1 2025

A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Modera Wealth Management, LLC holds 32,501 shares of DFSD stock, worth $1.56 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

32,501

Previous 28,717 13.18%

Holding current value

$1.56 Million

Previous $1.35 Million 14.71%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$46.74 - $47.55 $176,864 - $179,929	3,784 Added 13.18%	32,501 $1.54 Million
Q4 2024 Feb 05, 2025	BUY	$46.75 - $47.8 $870,999 - $890,561	18,631 Added 184.72%	28,717 $1.35 Million
Q3 2024 Oct 24, 2024	SELL	$47.0 - $47.84 $50,572 - $51,475	-1,076 Reduced 9.64%	10,086 $481,000
Q2 2024 Jul 29, 2024	SELL	$46.64 - $47.15 $7,415 - $7,496	-159 Reduced 1.4%	11,162 $524,000
Q3 2023 Nov 30, 2023	SELL	$46.24 - $46.65 $3.71 Million - $3.74 Million	-80,231 Reduced 87.63%	11,321 $525,000
Q3 2023 Nov 01, 2023	BUY	$46.24 - $46.65 $3.56 Million - $3.59 Million	77,006 Added 529.4%	91,552 $4.25 Million
Q2 2023 Aug 07, 2023	BUY	$46.28 - $46.83 $673,188 - $681,189	14,546 New	14,546 $674,000

Others Institutions Holding DFSD

# of Institutions

362

Shares Held

71.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Modera Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History